The Relations tab displays any relatives of the staff member in your organisation's community. Use the Relations tab to:
...
Staff Maintenance - Relations tab key fields and buttons
Grid area fields
Field | Description |
|---|---|
Relation | Relation, from the perspective of the staff member. For example Master Garry Aderman is Karena's Son. |
Constituencies | Constituencies that the relation belongs to. |
Use SMS | Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:
|
Use Email | Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:
|
Portal Approval | Whether the selected relation is approved to:
|
Receive SMS | Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field. |
Receive Email | Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field. |
Give Portal Approval | Whether the selected relation has given approval for the community member to:
|
ID | Synergetic ID of the relation. |
Tip: Double click on the selected relation to launch Community Maintenance. See Maintaining community members in the Community manual.
Fields
Field | Description |
|---|---|
Name | Relation's full name. |
Address | Relation's address. |
Phone BH | Relation's contact telephone numbers:
|
Use SMS | Select which mobile phone number an SMS (Short Message Service) text message should be sent to, or whether an SMS should not be sent. For example, send an SMS to the person's default number or their personal number. |
Use Email | Select which email address an email should be sent to, or whether an email should not be sent. |
Receive SMS | Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field. |
Receive Email | Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field. |
Portal Approval | Whether the selected relation is approved to:
|
Give Portal Approval | Whether the selected relation has given approval for the community member to:
|
ID | Staff member's community ID. |
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Icons
Button | Description |
|---|---|
| Displays an Information window providing details about the emails sent to relations.
Key points:
Query: Is there different validation for Staff members and Community members? There is no Contacts tab for Staff Maintenance or Community Maintenance. |
| Displays an Information window providing details about the Use SMS/Email and Receive SMS/Email fields.
Key points:
Tip: You can maintain community member communications using the Relations tab of Community Maintenance. Managing communications between relations in Community Maintenance provides the most flexibility because all community member records are available for configuration. For example, you could select the community record of a parent and allow one of their children to receive their communications. See Community Maintenance - Relations tab. |
| Displays an Information window providing information about the Portal Approval field.
Key points:
Query: Is there different validation for Staff members? There is no Contacts tab for Staff Maintenance or Community Maintenance. Tip: You can set staff members as approvers for other community members using the Relations tab of Community Maintenance. See Community Maintenance - Relations tab. |
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Buttons
Button | Description |
|---|---|
| Add a new relation for the staff member. See Adding new staff relations. |
| Delete the selected relationship. |
| Send an email to the relation. See Sending emails in the Introduction manual. |
| Compose a letter to the relation. See Composing letters with Microsoft Word in the Introduction manual. |
| Copy the address details of the selected relation to the Windows clipboard. Go to the Microsoft Windows program you are using and paste the address details into the document you are editing. |
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Grid area
...
Field
...
Description
...
Relation
...
Relation, from the perspective of the staff member. For example Master Garry Aderman is Karena's Son.
...
Constituencies
...
Constituencies that the relation belongs to.
...
Use SMS
...
Whether the relation elects to receive SMS text messages from your organisation with regard to this person (No, if not), and if so which mobile phone number to use:
- Default mobile
- Personal mobile
- Occupation mobile.
...
Use Email
Whether the relation elects to receive email messages from your organisation about this person (No, if not), and if so which email address to use:
...
Portal Approval
...
Whether the selected relation is approved to:
- fill out the community member's excursion permission forms on the Community Portal
- access and update the community member's My Details information on the Community Portal.
...
Receive SMS
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Relation's SMS contact (i.e. person that sends the relation SMSs) as defined in the Use SMS field. .gif)
...
Receive Email
...
Relation's email contact (i.e. person who sends the relation emails) as defined in the Use Email field. .gif)
...
Give Portal Approval
...
Whether the selected relation has given approval for the community member to:
- fill out their excursion permission forms on the Community Portal
- access and update the community member's My Details information on the Community Portal.
...
ID
...
Synergetic ID of the relation.
...
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